MATHEMATICAL LITERACY - NATIONAL CURRICULUM STATEMENT GRADES 10-12 (GENERAL) SUBJECT ASSESSMENT GUIDELINES - SEPTEMBER 2005

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MATHEMATICAL LITERACY - NATIONAL CURRICULUM STATEMENT GRADES 10-12 (GENERAL) SUBJECT ASSESSMENT GUIDELINES - SEPTEMBER 2005
NATIONAL CURRICULUM STATEMENT
     GRADES 10-12 (GENERAL)

 SUBJECT ASSESSMENT GUIDELINES

 MATHEMATICAL LITERACY

        SEPTEMBER 2005
MATHEMATICAL LITERACY - NATIONAL CURRICULUM STATEMENT GRADES 10-12 (GENERAL) SUBJECT ASSESSMENT GUIDELINES - SEPTEMBER 2005
PREFACE TO SUBJECT ASSESSMENT GUIDELINES

Dear Teacher

The Department of Education has developed and published Subject Assessment
Guidelines for all 29 subjects of the National Curriculum Statement (NCS). These
Assessment Guidelines should be read in conjunction with the relevant Subject
Statements and Learning Programme Guidelines.

Writing Teams established from nominees of the nine provincial education departments
and the teacher unions formulated the Subject Assessment Guidelines. The draft copies
of the Subject Assessment Guidelines developed by the Writing Teams were sent to a
wide range of readers, whose advice and suggestions were considered in refining these
Guidelines.

The Subject Assessment Guidelines published in September 2005 are intended to
provide clear guidance on assessment in Grades 10 – 12 from 2006. However, it is
important that they are field-tested. This will happen during 2006 and in the first half of
2007. The Subject Assessment Guidelines will then be amended and become policy
from January 2008.

The Department of Education wishes you success in the teaching of the National
Curriculum Statement.

Penny Vinjevold
Deputy Director General: Further Education and Training
CONTENTS

SECTION 1:   PURPOSE   OF    THE   SUBJECT   ASSESSMENT
             GUIDELINES                                   1

SECTION 2:   ASSESSMENT IN THE NATIONAL CURRICULUM
             STATEMENT                                    1

SECTION 3:   ASSESSMENT OF MATHEMATICAL LITERACY IN
             GRADES 10 – 12                               7

             APPENDICES                                   17
1.      PURPOSE OF THE SUBJECT ASSESSMENT GUIDELINES
        This document provides guidelines for assessment in the National Curriculum
        Statement Grades 10 - 12 (General). The guidelines must be read in conjunction
        with The National Senior Certificate: A Qualification at Level 4 on the National
        Qualifications Framework (NQF) and the relevant Subject Statements. The
        Subject Assessment Guidelines will be used for Grades 10 – 12 from 2006 to
        2010.

        Section 2 of this document provides guidelines on assessment in the National
        Curriculum Statement. Section 3 provides assessment guidelines that are
        particular to each subject.

        The Department of Education will regularly publish examples of good
        assessment tasks and examinations. The first examples will be published on the
        Department of Education website in October 2005.

        Together, these documents assist teachers in their teaching of the National
        Curriculum Statement. The Department of Education encourages teachers to use
        these guidelines as they prepare to teach the National Curriculum Statement.
        Teachers should also use every available opportunity to hone their assessment
        skills. These skills relate both to the setting and marking of assessment tasks.

2.      ASSESSMENT             IN     THE       NATIONAL            CURRICULUM
        STATEMENT
2.1     Introduction
        Assessment in the National Curriculum Statement is an integral part of teaching
        and learning. For this reason, assessment should be part of every lesson and
        teachers should plan assessment activities to complement learning activities. In
        addition, teachers should plan a formal year-long Programme of Assessment.
        Together the informal daily assessment and the formal Programme of
        Assessment should be used to monitor learner progress through the school year.

        Continuous assessment through informal daily assessment and the formal
        Programme of Assessment should be used to:
        •    develop learners’ knowledge, skills and values
        •    assess learners’ strengths and weaknesses
        •    provide additional support to learners
        •    revisit or revise certain sections of the curriculum and
        •    motivate and encourage learners.

        In Grades 10 and 11 all assessment of the National Curriculum Statement is
        internal. In Grade 12 the formal Programme of Assessment which counts 25% is
        internally set and marked and externally moderated. The remaining 75% of the
        final mark for certification in Grade 12 is externally set, marked and moderated.
        In Life Orientation however, all assessment is internal and makes up 100% of
        the final mark for promotion and certification.

     SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005
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2.2     Continuous assessment
        Continuous assessment involves assessment activities that are undertaken
        throughout the year, using various kinds of assessment forms, methods and
        tools. In Grades 10-12 continuous assessment comprises two different but
        related activities: informal daily assessment and a formal Programme of
        Assessment.

2.2.1   Daily assessment
        Learner progress should be monitored during learning activities. This informal
        daily monitoring of progress can be done through question and answer sessions;
        short assessment tasks completed during the lesson by individuals, pairs or
        groups or homework exercises. Teachers’ lesson planning should consider which
        assessment tasks will be used to informally assess learner progress.

        Individual learners, groups of learners or teachers can mark these assessment
        tasks. Self-assessment, peer assessment and group assessment actively involves
        learners in assessment. This is important as it allows learners to learn from and
        reflect on their own performance.

        The results of the informal daily assessment tasks are not formally recorded
        unless the teacher wishes to do so. In such instances, a simple checklist may be
        used to record this assessment. However, teachers may use the learners’
        performance in these assessment tasks to provide verbal or written feedback to
        learners, the School Management Team and parents. This is particularly
        important if barriers to learning or poor levels of participation are encountered.

        The results of these assessment tasks are not taken into account for promotion
        and certification purposes.

2.2.2   Programme of Assessment
        In addition to daily assessment, teachers should develop a year-long formal
        Programme of Assessment for each subject and grade. In Grades 10 and 11 the
        Programme of Assessment consists of tasks undertaken during the school year
        and an end-of-year examination. The marks allocated to assessment tasks
        completed during the school year will be 25%, and the end-of-year examination
        mark will be 75% of the total mark.

        In Grade 12, the Programme of Assessment consists of tasks undertaken during
        the school year and counts 25% of the final Grade 12 mark. The other 75% is
        made up of externally set assessment tasks.

        The marks achieved in each assessment task in the formal Programme of
        Assessment must be recorded and included in formal reports to parents and
        School Management Teams. These marks will determine if the learners in
        Grades 10 and 11 are promoted. In Grade 12, these marks will be submitted as
        the internal continuous assessment mark. Section 3 of this document provides
        details on the weighting of the tasks for promotion purposes.

  SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005
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2.2.2.1 Number and forms of assessment required for Programmes of Assessment
        in Grades 10 and 11
      The requirements for the formal Programme of Assessment for Grades 10 and
      11 are summarised in Table 2.1. If a teacher wishes to add to the number of
      assessment tasks, he or she must motivate the changes to the head of department
      and the principal of the school. The teacher must provide the Programme of
      Assessment to the subject head and School Management Team before the start
      of the school year. This will be used to draw up a school assessment plan for
      each of the subjects in each grade. The proposed school assessment plan should
      be provided to learners and parents in the first week of the first term.

      Table 2.1: Number of assessment tasks which make up the Programme of
      Assessment by subject in Grades 10 and 11
                  SUBJECTS                  TERM 1       TERM 2 TERM 3           TERM 4        TOTAL
        Language 1: Home Language               5          5*           5            4*           19
        Language 2: Choice of      HL           5          5*           5            4*           19
        HL or FAL                  FAL          4          4*           4            3*           15
        Life Orientation                        1           1           1             2            5
        Mathematics or Maths Literacy           2          2*           2            2*            8
        Subject choice 1**                      2          2*           2            1*            7
        Subject choice 2**                      2          2*           2            1*            7
        Subject choice 3                        2          2*           2            1*            7
      *        One of these tasks must be an examination
      **       NOTE: If one or two of the subjects chosen for subject choices 1, 2 or 3 include a
               Language, the number of tasks indicated for Languages 1 and 2 at Home Language
               (HL) and First Additional Language (FAL) are still applicable. Learners who opt for a
               Second Additional Language are required to complete the same number of tasks as FAL
               candidates.

      Two of the assessment tasks for each subject except Life Orientation must be
      examinations. In Grades 10 and 11 these examinations should be administered in
      mid-year and November. These examinations should take account of the
      requirements set out in Section 3 of this document. They should be carefully
      designed and weighted to cover all the Learning Outcomes of the subject.

      Two of the assessment tasks for all subjects should be tests written under
      controlled conditions at a specified time. These tests may form one of a series of
      teaching and learning activities. They may require learners to use a variety of
      written and other resources during the assessment task. The tests should be
      written in the first and third terms of the year.

      The remainder of the assessment tasks should not be tests or examinations. They
      should be carefully designed tasks, which give learners opportunities to research
      and explore the subject in exciting and varied ways. Examples of assessment
      forms are debates, presentations, projects, simulations, literary essays, written
      reports, practical tasks, performances, exhibitions and research projects. The
      most appropriate forms of assessment for each subject are set out in Section 3.
      Care should be taken to ensure that learners cover a variety of assessment forms
      in the three grades.

      The weighting of the tasks for each subject is set out in Section 3.

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2.2.2.2 Number and forms of assessment required for Programme of Assessment in
        Grade 12
      In Grade 12 all subjects include an internal assessment component, which
      contributes 25% to the final assessment mark. The requirements of the internal
      Programme of Assessment for Grades 12 are summarised in Table 2.2. If a
      teacher wishes to add to the number of assessment tasks, she or he must
      motivate the changes to the head of department and the principal of the school.
      Permission for this change should be obtained from the district office.

      The teacher must provide the Programme of Assessment to the subject head and
      School Management Team before the start of the school year. This will be used
      to draw up a school assessment plan for each of the subjects in each grade. The
      proposed school assessment plan should be provided to learners and parents in
      the first week of the first term.

      Table 2.2: Number of assessment tasks which make up the Programme of
      Assessment by subject in Grade 12
                SUBJECTS                  TERM 1        TERM 2        TERM 3        TERM 4         TOTAL
     Language 1: Home Language                6             6*            5*                           17
     Language 2: Choice of        HL          6             6*            5*                           17
     HL or FAL                    FAL         5             5*            4*                           14
     Life Orientation                         1              2             2                            5
     Mathematics or Maths Literacy            3             2*            2*                           7
     Subject choice 1**                       2             2*         (2*) 3*                       (6#) 7
     Subject choice 2**                       2             2*         (2*) 3*                       (6#) 7
     Subject choice 3                         2             2*         (2*) 3*                       (6#) 7
      *        One of these tasks must be an examination
      **       NOTE: If one or two of the subjects chosen for subject choices 1, 2 or 3 include a
               Language, the number of tasks indicated for Languages 1 and 2 at Home Language
               (HL) and First Additional Language (FAL) are still applicable. Learners who opt for a
               Second Additional Language are required to complete the same number of tasks as FAL
               candidates.
      #
               The number of internal tasks per subject differs from 6 to 7 as specified in Section 3 of
               this document.

      Two of the assessment tasks for each subject except Life Orientation must be
      examinations. In Grade 12 these examinations should be administered in mid-
      year and September. These examinations should conform to the requirements set
      out in Section 3 of this document. They should be carefully designed and
      weighted to cover all the Learning Outcomes of the subject.

      Two of the assessment tasks for all subjects should be tests written under
      controlled conditions at a specified time. These tests may form one of a series of
      teaching and learning activities. They may require learners to use a variety of
      written and other resources during the assessment task. The tests should be
      written in the first and third terms of the year.

      The remainder of the assessment tasks should not be tests or examinations. They
      should be carefully designed tasks, which give learners opportunities to research
      and explore the subject in exciting and focused ways. Examples of assessment
      forms are debates, presentations, projects, simulations, assignments, case

  SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005
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studies, essays, practical tasks, performances, exhibitions and research projects.
      The most appropriate forms of assessment for each subject are set out in Section
      3.

2.3   External assessment in Grade 12

      External assessment is only applicable to Grade 12 where the final end-of-year
      examination is externally set and moderated. This makes up 75% of the final
      mark for Grade 12.

      In some subjects the external assessment includes practical or performance tasks
      that are externally set, internally assessed and externally moderated. These
      performance tasks account for one third of the end-of-year external examination
      mark in Grade 12 (that is 25% of the final mark). Details of these tasks are
      provided in Section 3.

      The external examinations are set externally, administered at schools under
      conditions specified in the National policy on the conduct, administration and
      management of the assessment of the National Senior Certificate: A
      qualification at Level 4 on the National Qualifications Framework (NQF) and
      marked externally.

      Guidelines for the external examinations are provided in Section 3.

2.4   Recording and reporting on the Programme of Assessment
      The Programme of Assessment should be recorded in the teacher’s portfolio of
      assessment. The following should be included in the teacher’s portfolio:
      • a contents page;
      • the formal Programme of Assessment;
      • the requirements of each of the assessment tasks;
      • the tools used for assessment for each task; and
      • recording sheets for each class.

      The learners should also maintain a portfolio of the assessment tasks that make
      up the Programme of Assessment. The learner’s portfolio must consist of:
      • a contents page;
      • all of the assessment tasks that make up the Programme of Assessment for
          each grade (including tests and examinations);
      • the tools used for assessment for each task; and
      • a record of marks achieved for each of the tasks.

      However, if the products of the tasks are objects which do not fit into the
      portfolio or are in learners’ exercise books then they should not be placed in the
      portfolio but be kept for moderation purposes.

      Teachers must report regularly and timeously to learners and parents on the
      progress of learners. Schools will determine the reporting mechanism but it
      could include written reports, parent-teacher interviews and parents’ days.

  SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005
                                          5
Schools are required to give feedback to parents on the Programme of
      Assessment using a formal reporting tool. This reporting must use the following
      seven-point scale.

       RATING                      RATING                               MARKS
        CODE                                                              %
           7              Outstanding achievement                       80 – 100
           6              Meritorious achievement                        70 –79
           5              Substantial achievement                       60 – 69
           4               Adequate achievement                         50 – 59
           3               Moderate achievement                         40 – 49
           2              Elementary achievement                        30 – 39
           1                    Not achieved                             0 – 29

2.5   Moderation of the assessment tasks in the Programme of Assessment
      Moderation of the assessment tasks should take place at three levels.

         LEVEL                       MODERATION REQUIREMENTS
      School        The Programme of Assessment should be submitted to the subject
                    head and School Management Team before the start of the academic
                    year for moderation purposes.
                    Each task which is to be used as part of the Programme of Assessment
                    should be submitted to the subject head for moderation before learners
                    attempt the task.
                    The teacher and learner portfolios should be moderated twice a year by
                    the head of the subject or her/his delegate.
      Cluster/      Teacher portfolios and a sample of learner portfolios must be
      district/     moderated twice during the first three terms.
      region
      Provincial/   Teacher portfolios and a sample of learner portfolios must be
      national      moderated once a year.

  SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005
                                           6
3.      ASSESSMENT OF                 MATHEMATICAL                LITERACY           IN
        GRADES 10 –12
3.1     Learning Outcomes and Assessment Standards
        During the first cycle of implementation of the National Curriculum Statement
        referred to in Section 1.1 of this guideline, assessment in Mathematical Literacy
        will focus on a sub-set of the Assessment Standards. This sub-set will be
        referred to as the ‘core’ Assessment Standards; they are listed in Appendix 1 of
        this guideline document. While the external national examination of
        Mathematical Literacy in Grade 12 in 2008, 2009 and 2010 will be based on
        these Assessment Standards only, teachers who feel confident to do so are
        encouraged to teach to all the Assessment Standards in the Mathematical
        Literacy Subject Statement published by the Department of Education in 2003.

3.2     Introduction to assessment of Mathematical Literacy in Grades 10 - 12
        The competencies developed through Mathematical Literacy are those that are
        needed by individuals to make sense of, participate in and contribute to the
        twenty-first century world — a world characterised by numbers, numerically
        based arguments and data represented and misrepresented in a number of
        different ways. Such competencies include the ability to reason, make decisions,
        solve problems, manage resources, interpret information, schedule events and
        use and apply technology to name but a few.

        Learners must be exposed to both mathematical content and real-life contexts to
        develop these competencies. On the one hand, mathematical content is needed to
        make sense of real life contexts; on the other hand, contexts determine the
        content that is needed.

        When teaching and assessing Mathematical Literacy, teachers should avoid
        teaching and assessing mathematical content in the absence of context. At the
        same time teachers must also concentrate on identifying in and extracting from
        the contexts the underlying mathematics or ‘content’. That is, avoid teaching and
        assessing contexts without being deliberate about the mathematical content.

        Assessment in Mathematical Literacy needs to reflect this interplay between
        content and context. Learners should use mathematical content to solve
        problems that are contextually based. An example to illustrate this interplay is
        given in Appendix 2.

        Assessment tasks should be contextually based, that is, based in real-life
        contexts and use real-life data, and should require learners to select and use
        appropriate mathematical content in order to complete the task. Some
        assessment tasks might more explicitly give learners the opportunity to
        demonstrate their ability to ‘solve equations’, ‘plot points on the Cartesian
        plane’ or ‘calculate statistics such a mean, median and mode for different sets
        of data’ while other assessment tasks might be less focused on specific

     SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005
                                            7
mathematical content and rather draw on a range of content to solve a single
        problem.

        Teachers need to design assessment tasks that provide learners with the
        opportunity to demonstrate both competence with mathematical content and the
        ability to make sense of real-life, everyday meaningful problems.

3.2.1 Mathematical Literacy assessment taxonomy
        Assessment can be pitched at different levels of cognitive demand. On one end
        of the spectrum are tasks that require the simple reproduction of facts while at
        the other end of the spectrum, tasks require detailed analysis and the use of
        varied and complex methods and approaches.

        Assessment in Mathematical Literacy is no different. To determine the level of
        cognitive demand at which assessment tasks are posed it is useful to use a
        hierarchy or taxonomy.

        The PISA (Programme for International Student Assessment) Assessment
        Framework (OECD, 2003) provides a possible taxonomy for assessment of
        Mathematical Literacy based on what it calls competency clusters. The TIMSS
        (Trends in Mathematics and Sciences Study) Assessment Framework (IEA,
        2001) provides another, based on cognitive domains. Drawing on these two very
        similar frameworks the following taxonomy for Mathematical Literacy is
        proposed:

            Level 1: Knowing
            Level 2: Applying routine procedures in familiar contexts
            Level 3: Applying multistep procedures in a variety of contexts
            Level 4: Reasoning and reflecting

        The levels of this taxonomy are described in Appendix 3 and illustrated by
        means of references to an assessment task (Responsible use of paracetamol)
        provided in Appendix 4.

3.2.2   Mathematical Literacy assessment taxonomy, rating codes and marks
        The Mathematical Literacy assessment taxonomy is not intended to be linked to
        rating codes and/or marks in an absolute sense. However, the taxonomy does
        provide a tool to differentiate between learners’ performances and to award
        rating codes. Figure 1 suggests how a weighting of the different kinds of tasks at
        each level of the taxonomy could correspond to the different rating codes.

        It follows that a learner would not be able to achieve an Outstanding
        achievement rating code of 7 (80% – 100%) without having satisfied the
        requirements of the questions that are pitched at the reasoning and reflection
        level of the taxonomy. Similarly, Figure 1 also illustrates that while it may be
        possible to achieve a sub-minimum of 25% based on tasks that require knowing
        alone, learners who are awarded an Adequate achievement rating (40% – 49%)
        also had to successfully complete some tasks pitched at the applying routine
        procedures in familiar contexts level of the taxonomy.

  SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005
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RATING                          MARKS           MATHEMATICAL LITERACY ASSESSMENT
                 RATING
 CODE                             %                       TAXONOMY
             Outstanding
      7                         80 – 100
             achievement
                                                                                           Reasoning
             Meritorious
      6                          70 – 79                                                  and reflecting
             achievement
                                                                            Applying
             Substantial                                                    multi-step
      5                          60 – 69
             achievement                                                  procedures in
             Moderate                                                      a variety of
      4                          50 – 59                    Applying         contexts
             achievement                                     routine
             Adequate                                     procedures in
      3                          40 – 49                     familiar
             achievement
                                                            contexts
             Elementary
      2                          30 – 39
             achievement
                                             Knowing
      1      Not achieved        0 – 29

          Figure 1: Rating codes, marks and the Mathematical Literacy assessment
          taxonomy

3.3       Daily assessment in Grades 10, 11 and 12
          Continuous assessment is the ongoing assessment of learning. Learners need
          daily feedback on their learning to monitor their progress. Teachers need daily
          feedback on the learning of their learners to decide on the teaching sequence and
          activities. Daily assessment while less formal in the sense that the ‘results’ of the
          assessment are not necessarily recorded, is no less important and forms an
          integral part of the cycle of teaching and learning.

          In Mathematical Literacy, daily assessment takes several forms. The review of
          homework tasks, responses to questions posed by the teacher and learners, the
          completion of mini-assignments and the presentation of solutions by learners to
          the class are a few of the options.

          Teachers may also use daily assessment to monitor progress by learners on
          extended assessment tasks such as projects and assignments. In such cases, the
          teacher might expect learners to work on their project and/or assignment in
          class. The teacher can view each learner’s work to get a sense of progress while
          at the same time offering support and assistance.

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3.4      Assessment in Grades 10 and 11
         The Programme of Assessment for Mathematical Literacy in Grades 10 and 11
         consists of eight tasks which are internally assessed. Of the eight tasks, seven
         tasks are completed during the school year and make up 25% of the total mark
         for Mathematical Literacy, the end-of-year examination is the eighth task and
         makes up the remaining 75%.

3.4.1    Programme of Assessment in Grades 10 and 11
         Table 3.1 illustrates one possible Programme of Assessment for Mathematical
         Literacy that meets the requirements described in Section 2.3.1 of this document.

         The suggested Programme of Assessment assumes that:
            All of the Learning Outcomes are addressed throughout the year.
            The Learning Outcomes are evenly weighted in terms of time allocated to
            teaching and learning and assessment activities.
            The Assessment Standards and Learning Outcomes are integrated
            throughout teaching and learning and in the assessment activities.

         Table 3.1: Example of a Programme of Assessment for Grades 10 and 11
         showing the weighting of assessment tasks
                             CONTINUOUS ASSESSMENT
                                     (25%)                                     EXAMINATION
                                                                                  (75%)
                 Term 1         Term 2               Term 3        Term 4
             Assignment       Assignment          Research task    Project
                (10%)           (10%)                (10%)         (10%)
                                                                                 Examination
 Grade         Rubric           Rubric               Rubric        Rubric
  10         Control test     Examination          Control test                 Marking memo
                (15%)           (30%)                (15%)
            Marking memo     Marking memo         Marking memo
              Interview      Research task           Project      Case study
                (10%)           (10%)                (10%)          (10%)
                                                                                 Examination
 Grade      Marking memo        Rubric               Rubric        Rubric
  11         Control test     Examination          Control test                 Marking memo
                (15%)           (30%)                (15%)
            Marking memo     Marking memo         Marking memo

3.4.2    Tasks
         The different tasks listed in the Programme of Assessment are described below.
         Examples of each of these tasks for Mathematical Literacy in Grade 10 can be
         viewed at www.thutong.org.za.

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Control test
Control tests test content under controlled exam or test conditions. Learners are expected to
prepare for these tests and the content that will be tested is explicitly communicated to
learners before the test. In the context of Mathematical Literacy where context plays an
important role, it is quite possible for learners to be asked to bring notes on the context to the
test — making it an ‘open-book’ test.

Example: Having studied telephone costs and in particular the linear relationships that such
costs reveal, learners could be set a test on linear functions or relationships. Since the test
will be contextually based in the area of telephone costs, learners would be welcome to bring
all the information they already have about telephone costs to class with them.

Assignment
An assignment in the context of Mathematical Literacy is a well-structured task with clear
guidelines and a well-defined solution. An assignment could provide the learners with the
opportunity to repeat a task that has already been done in class and/or to apply an approach
or method studied in class to a new context. Both the content and contexts of the
assignment are likely to be familiar to the learner. While the teacher may allocate classroom
time to and supervise the completion of an assignment, parts of an assignment could also be
completed by the learner in his or her own time.

Example: If learners have determined the bank fees for a given bank statement based on the
fee structure of an Mzansi bank account for a particular month, an assignment could ask the
learner to calculate the bank fees for the same bank statement but based on the fee
structure of a different kind of bank account.

Research task
A research task, in the context of Mathematical Literacy, involves the collection of data
and/or information to solve a problem. While the problem that focuses the research task is
well defined, the nature of the data collected will determine the solution to the problem.

Example: To understand the impact of inflation on the costs of goods and to establish an
informal sense of what the inflation rate is, a research task could ask learners to source the
price of ten different household items over a period of twenty years. The research may
involve learners visiting a library and looking through the newspaper advertisements in the
archive or visiting a grocery store and asking the owner to look through the shop’s records.

Project
A project, in the context of Mathematical Literacy, is an extended task in which the learner is
expected to select appropriate mathematical content to solve a context-based problem.

Example: In Learning Outcome 3, learners are expected to ‘use and interpret plans’. In a
project intended to give learners the opportunity to show their achievement of this
Assessment Standard, learners could be set the task of building a cardboard model of a
building for a given plan.

SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005
                                               11
Interview
There are at least two kinds of interview tasks within the context of Mathematical Literacy. In
the first instance, interviews play an important role in helping learners to understand the role
that mathematics plays in their lives. In this case, the task requires learners to interview a
person or persons about how they use mathematics or about how they perform certain
operations. The product would include not only a write-up of the interview but also an
analysis of the mathematics that the interview revealed. In the second instance, interviews
can be used to gather data for a data activity or project.

Example: Having studied the impact of hire purchase agreements on disposable income in
the financial aspects of Learning Outcome 1, learners could be tasked to visit one or more
shops that offer hire purchase to their clients to interview the salespeople to determine how
they calculate the monthly repayment on an agreement.

In another interview task, learners may be tasked to interview an artisan, such as a painter,
to establish how the painter estimates the amount of paint needed for a particular job. In the
write-up the learner would compare the painters estimate with their own estimate based on
calculations using surface area, etc.

Case study
Case studies, in the context of Mathematical Literacy, require learners to monitor events
and/or a situation to gather data to make predictions about the situation.

Example: In the context of household budgets, learners might be asked to keep a logbook of
how they spend their pocket money or on how much money the family spends on groceries.
Based on the data gathered, the learners could be asked to predict the impact of an increase
in interest rates or to suggest a fair increase in pocket money or salary.

Debate
Debates in the Mathematical Literacy classroom can provide a powerful opportunity for
learners to understand how data can be both represented and misrepresented. The debate
could either take place in the classroom with different learners taking opposing positions of
an issue and arguing their position using numbers, data, etc. Alternatively, learners could be
asked to write a narrative in which they show how the same information can be used to
support opposing sides in a debate.

Example: Given data on crime in the area, learners could be asked to show how different
political parties could use the same data to make different observations with respect to
crime.

  SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005
                                                12
3.4.3   Examination papers for Grades 10 and 11
        End-of-year examination
        The end of year examination papers for Grades 10 and 11 will be internally set,
        internally marked and internally moderated, unless otherwise instructed by
        provincial departments of education.

        The following is recommended with respect to the time allocation and number of
        papers in the final examination for Grades 10 and 11.
           One (3 hour) paper of 150 marks in Grade 10
           Two (2½ hour) papers of 100 marks each in Grade 11 (see comments on
           Grade 12 examination papers to see how the two papers differ)

        An examination should:
           give equal weighting to the four Learning Outcomes and should attempt to
           examine all of the Assessment Standards determined for the grade;
           examine the Assessment Standards in an integrated manner; and
           be differentiated according to the Mathematical Literacy taxonomy (as
           described) with the following proportion of marks allocated to each of the
           levels:
               30% of the marks at the knowing level,
               30% of the marks at the applying routine procedures in familiar contexts
               level,
               20% of the marks at the applying multistep procedures in a variety of
               contexts level, and
               20% of the marks at the reasoning and reflecting level.

        A Mathematical Literacy examination will typically consist of five to eight
        questions:
           Question will be focused by different contexts.
           Each question will integrate Assessment Standards from more than one
           Learning Outcome.
           Each question will include sub-questions at each of the different levels of the
           Mathematical Literacy Assessment taxonomy.

        An example of a final Grade 10 examination paper is provided at
        www.thutong.org.za.

        Table 3.2 is a planning grid that can be used to set an examination in
        Mathematical Literacy. As teachers set questions so they enter the question
        numbers and mark allocations into the relevant blocks. When the examination
        paper has been set, the teacher checks that there is an appropriate balance
        between marks allocated to each of the levels of the taxonomy and each of the
        Learning Outcomes.

        Consider the Responsible use of paracetamol (Appendix 4) and Read all about
        it (Appendix 5) assessment tasks. If these tasks were to be included as
        examination questions in a Grade 11 examination, the teacher who is setting the
        examination might enter the details for these tasks into the examination planning
        grid as shown in Table 3.3.

  SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005
                                           13
Table 3.2: Examination planning grid
                        Level 1 (30%)     Level 2 (30%)         Level 3 (20%)       Level 4 (20%)

                                                                                                    Check
                                         Applying routine     Applying multistep
                                                                                    Reasoning and
                           Knowing         procedures in       procedures in a
                                                                                      reflecting
                                         familiar contexts    variety of contexts
LO1 (25%)
Number and
operations in Context
LO2 (25%)
Functional
Relationships
LO3 (25%)
Space, Shape and
Measurement

LO4 (25%)
Data Handling

                Check

        Table 3.3: Examination planning grid with the information for the
        Responsible use of paracetamol and Read all about it questions entered
                        Level 1 (30%)     Level 2 (30%)         Level 3 (20%)       Level 4 (20%)
                                                               Applying multi-

                                                                                                    Check
                                         Applying routine
                                                              step procedures in    Reasoning and
                           Knowing         procedures in
                                                                 a variety of         reflecting
                                         familiar contexts
                                                                   contexts

LO1 (25%)               1.1 (2)         2.1.2 (5) 2.3.3 (3)   2.2.2 (4)             2.4 (6)
Number and              2.1.1 (6)       2.2.1 (8)
Operations in Context   2.3.1 (2)       2.3.2 (4)

LO2 (25%)               1.2 (4)         1.3 (2)               1.5 (6)               1.6 (4)
Functional                              1.4 (3)
Relationships

LO3 (25%)               3.1 (2)         3.2.1 (4)             3.2.3 (4)
Space, Shape and        3.3.1 (6)       3.2.2 (4)             3.3.3 (8)
Measurement                             3.3.2 (4)

                                                              1.7 (4)               1.8 (8)
LO4 (25%)
Data Handling

                Check

        An examination of Table 3.3 reveals that at this stage of setting the examination
        more questions addressing Learning Outcome 2 and Learning Outcome 4 are
        still needed as well as more questions at levels 1 and 2 of the taxonomy. The
        teacher who is setting the examination can now develop or source questions
        accordingly.

   SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005
                                                  14
3.5     Assessment in Grade 12
        In Grade 12, assessment consists of two components: a Programme of
        Assessment which makes up 25% of the total mark for Mathematical Literacy
        and an external examination which makes up the remaining 75%. The
        Programme of Assessment for Mathematical Literacy consists of seven tasks
        which are all internally assessed. The external examination is externally set and
        moderated.

3.5.1   Programme of Assessment
        Table 3.5 illustrates one possible assessment plan for Mathematical Literacy that
        meets the requirements described in Section 2.3.1 of this document.

        The suggested Programme of Assessment plan assumes that:
           All of the Learning Outcomes are addressed throughout the year.
           The Learning Outcomes are evenly weighted in terms of both time allocated
           to teaching and learning and assessment activities.
           The Assessment Standards and Learning Outcomes are integrated
           throughout teaching and learning and in the assessment activities.

        Table 3.4: Example of a Programme of Assessment for Grade 12 showing
        the weighting of assessment tasks
                            CONTINUOUS ASSESSMENT
                                    (25%)                                    EXAMINATION
                                                                                (75%)
              Term 1           Term 2            Term 3          Term 4
           Research task     Control test       Debate         Assignment
              (10%)            (10%)            (10%)            (10%)
                                                                                Examination
Grade         Rubric        Marking memo       Checklist         Rubric
 12         Control test     Examination      Examination                      Marking memo
              (10%)            (25%)            (25%)
           Marking memo     Marking memo     Marking memo
        A description of the different kinds of tasks suggested in the Programme of
        Assessment has been provided in Section 3.4.2.

3.5.2   External assessment in Grade 12
        The final end-of-year examination is nationally set, marked and moderated.

        External examination
        The external, nationally set, marked and moderated examination will:
           give equal weighting to the four Learning Outcomes and will examine all of
           the core Assessment Standards listed in Appendix 1;
           examine the Assessment Standards in an integrated manner;
           be differentiated according to Mathematical Literacy taxonomy as described
           with the following proportion of marks allocated to each of the levels:
               30% of the marks at the knowing level,
               30% of the marks at the applying routine procedures in familiar contexts
               level,
               20% of the marks at the applying multistep procedures in a variety of
               contexts level, and
               20% of the marks at the reasoning and reflecting level.

  SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005
                                            15
Table 3.5 illustrates how the questions in the final Grade 12 Mathematical
        Literacy examination will be distributed over two papers.

        Table 3.5: Allocation of the Learning Outcomes and question types in the
        two papers
                 Level 1 (30%)       Level 2 (30%)        Level 3 (20%)       Level 4 (20%)
                                    Applying routine    Applying multistep
                                                                              Reasoning and
                    Knowing           procedures in      procedures in a
                                                                                reflecting
                                    familiar contexts   variety of contexts
LO1 (25%)
Number and
Operations in
Context
LO2 (25%)
                             Paper 1                                   Paper 2
Functional
Relationships              (150 marks)                               (150 marks)
LO3 (25%)
Space, Shape     Paper 1 is intended to be a basic         Paper 2 is intended to be an
and                   knowing and routine                 applications and reasoning and
Measurement             applications paper                       reflecting paper
LO4 (25%)
Data Handling

        The nationally set, marked and moderated examination will consist of two
        papers:
                • Paper 1 — a ‘basic knowing and routine applications paper’ that will
                  consist of between five and eight shorter questions.
                • Paper 2 — an ‘applications, reasoning and reflecting’ paper that will
                  consist of between four and six longer questions. By contrast to
                  Paper 1 these questions will require more interpretation and
                  application of the information provided.
                • All of the questions will focus on a context.
                • All questions will integrate Assessment Standards from more than
                  one Learning Outcome.
                • All question will include sub-questions from the different levels of
                  the Mathematical Literacy assessment taxonomy appropriate to the
                  paper.

        An example of a set of Grade 12 examination papers is provided at
        www.thutong.org.za.

3.6     Promotion
        A learner must achieve a minimum of 30% (Level 2: Elementary achievement)
        in Mathematical Literacy for promotion at the end of Grades 10 and 11 and for
        certification at the end of Grade 12.

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                                           16
APPENDIX 1:                  MATHEMATICAL LITERACY CORE ASSESSMENT STANDARDS FOR EXAMINATION IN
                             GRADE 12 IN 2008, 2009 and 2010

Learning Outcome 1: Number and Operations in Context
The learner is able to use knowledge of numbers and their relationships to investigate a range of different contexts which include financial aspects of personal,
business and national issues.

Grade 10                                                         Grade 11                                                         Grade 12
We know this when the learner is able to:                        We know this when the learner is able to:                        We know this when the learner is able to:
10.1.1 Solve problems in various contexts, including             11.1.1 In a variety of contexts, find ways to explore and        12.1.1 Correctly apply problem-solving and calculation
financial contexts, by estimating and calculating                analyse situations that are numerically based, by:               skills to situations and problems dealt with.
accurately using mental, written and calculator methods               estimating efficiently;
where appropriate, inclusive of:                                      working with formulae by hand and with a
      working with simple formulae                                    calculator;
      using the relationships between arithmetical                    showing awareness of the significance of digits;
      operations (including the distributive property) to             checking statements and results by doing relevant
      simplify calculations where possible;. (NOTE:                   calculations.
      students are not expected to know the distributive
      property by name)
(The range of problem types includes percentage, ratio,          (The range of problem types includes percentage, ratio,
rate and proportion).                                            rate and proportion).
10.1.2 Relate calculated answers correctly and                   11.1.2 Relate calculated answers correctly and                   12.1.2 Relate calculated answers correctly and
appropriately to the problem situation by:                       appropriately to the problem situation by:                       appropriately to the problem situation by:
      interpreting answers in terms of the context;                    interpreting answers in terms of the context;                   interpreting answers in terms of the context;
      reworking a problem if the first answer is not                   reworking a problem if the first answer is not sensible         reworking a problem if the first answer is not sensible
      sensible, or if the initial conditions change;                   or if the initial conditions change;                            or if the initial conditions change;
      interpreting calculated answers logically in relation to         interpreting calculated answers logically in relation to        interpreting calculated answers logically in relation to
      the problem and communicating processes and                      the problem, and communicating processes and                    the problem and communicating processes and
      results.                                                         results.                                                        results.
10.1.3 Apply mathematical knowledge and skills to plan           11.1.3 Apply mathematical knowledge and skills to plan           12.1.3 Analyse and critically interpret the a variety of
personal finances, inclusive of:                                 personal finances and investigate opportunities for              financial situations mathematically, inclusive of:
      income and expenditure;                                    entrepreneurship inclusive of:                                        personal and business finances;
      the impact of interest (simple and compound) within              specifying and calculating the value of income and              the effects of taxation, inflation and changing interest
      personal finance contexts.                                       expenditure items;                                              rates
                                                                       estimating and checking profit                                  the effects of currency fluctuations;
                                                                                                                                       critical engagement with debates about socially
                                                                                                                                       responsible trade.

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Learning Outcome 2: Functional Relationships
The learner is able to recognise, interpret, describe and represent various functional relationships to solve problems in real and simulated contexts.

Grade 10                                                       Grade 11                                                       Grade 12
We know this when the learner is able to:                      We know this when the learner is able to:                      We know this when the learner is able to:
10.2.1 Work with numerical data and formulae in a              11.2.1 Work with numerical data and formulae in a              12.2.1 Work with numerical data and formulae in a
variety of real-life situations:                                        variety of real-life situations, including:           variety of real-life situations, in order to:
     Determining output values for given input values;              Finding break-even points involving linear functions           solve planning problems;
     Determining input values for given output values;              by solving simultaneous equations                              investigate the impact of compound change on
                                                                                                                                   situations.
(Types of relationships to be dealt with include linear and     (Types of relationships to be dealt with include linear and
inverse proportion relationships)                              inverse proportion relationships)

10.2.2 Draw graphs (by hand and/or by means of                 11.2.2 Draw graphs (by hand and/or by means of                 12.2.2 Draw graphs (by hand and/or by means of
technology where available) in a variety of real-life          technology where available) as required by the situations      technology where available) as required by the situations
situations by:                                                 and problems being investigated.                               and problems being investigated.
     point-by-point plotting of data;
     working with formulae to establish points to plot.
10.2.3 Critically interpret tables and graphs that relate to   11.2.3 Critically interpret tables and graphs in a variety     12.2.3 Critically interpret tables and graphs in real life
a variety of real-life situations by:                          of real-life and simulated situations by:                      situations including in the media, inclusive of:
     finding values of variables at certain points;                 estimating input and output values;                            graphs with negative values on the axes (dependant
     describing overall trends;                                                                                                    variable in particular);
     identifying maximum and minimum points;                                                                                       more than one graph on a system of axes.
     describing trends (including in terms of rates of
     change).

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                                                                                           18
Learning Outcome 3: Space, Shape and Measurement
The learner is able to measure using appropriate instruments, to estimate and calculate physical quantities, and to interpret, describe and represent properties of
and relationships between 2-dimensional shapes and 3-dimensional objects in a variety of orientations and positions.

Grade 10                                                     Grade 11                                                     Grade 12
We know this when the learner is able to:                    We know this when the learner is able to:                    We know this when the learner is able to:
10.3.1 Solve problems in 2-dimensional and 3-                11.3.1 Solve problems in 2-dimensional and 3-                12.3.1 Solve problems in 2-dimensional and 3-
dimensional contexts by:                                     dimensional contexts by:                                     dimensional contexts by:
     estimating, measuring and calculating values which           estimating, measuring and calculating values which           estimating, measuring and calculating values which
     involve:                                                     involve:                                                     involve:
          lengths and distances,                                       lengths and distances,                                       lengths and distances,
          perimeters and areas of common polygons and                  perimeters and areas of polygons,                            perimeters and areas of polygons,
          circles,                                                     volumes of right prisms and right circular                   volumes of right prisms, right circular cylinders,
          volumes of right prisms,                                     cylinders,                                                   surface areas of right prisms, right circular
     checking values for solutions against the contexts in             surface areas of right prisms and right circular             cylinders,
     terms of suitability and degree of accuracy.                      cylinders,                                              making adjustments to calculated values to
                                                                  making adjustments to calculated values to                   accommodate measurement errors and inaccuracies
                                                                  accommodate measurement errors and inaccuracies              due to rounding.
                                                                  due to rounding.
10.3.2 Convert units of measurement within the metric        11.3.2 Convert units of measurement between different        12.3.2 Convert units of measurement between different
system.                                                      scales and systems using conversion tables provided.         scales and systems using conversion tables provided as
                                                                                                                          required in dealing with problems.
10.3.3 Draw and interpret scale drawings of plans to         11.3.3 Use and interpret scale drawings of plans to:         12.3.3 Use and interpret scale drawings of plans to:
represent and describe situations                                 estimate and calculate values according to scale.            estimate and calculate values according to scale, and
                                                                                                                               build models.
10.3.4 Use grids and maps in order to determine              11.3.4 Use grids and maps, and compass directions, in        12.3.4 Use grids and maps, and compass directions, in
locations and plan trips                                     order to:                                                    order to:
                                                                  Determine locations;                                         Determine locations;
                                                                  Describe relative positions.                                 Describe relative positions.

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                                                                                         19
Learning Outcome 4: Data Handling
The learner is able to collect, summarise, display and analyse data and to apply knowledge of statistics and probability to communicate, justify, predict and
critically interrogate findings and draw conclusions.

Grade 10                                                      Grade 11                                                        Grade 12
We know this when the learner is able to:                     We know this when the learner is able to:                       We know this when the learner is able to:
Assessment Standard 10.4.4. is the focal Assessment           Assessment Standard 11.4.4. is the focal Assessment             Assessment Standard 12.4.4. is the focal Assessment
Standard of LO4. The other LO4 Assessment Standards           Standard of LO4. The other LO4 Assessment Standards             Standard of LO4. The other LO4 Assessment Standards
serve to develop the skills that will enable learners to      serve to develop the skills that will enable learners to        serve to develop the skills that will enable learners to
achieve this one.                                             achieve this one.                                               achieve this one.

10.4.4 Critically interpret data and representations          11.4.4 Critically interpret data and representations            12.4.4 Critically interpret data, in order to draw
thereof (with awareness of sources of error) in order to      thereof (with awareness of sources of error and bias) in        conclusions on problems investigated to predict trends and
draw conclusions on questions investigated and to make        order to draw conclusions on problems investigated and          to critique other interpretations.
predictions and to critique other interpretations.            make predictions and to critique other interpretations.
10.4.1 Investigate situations in own life by:                 11.4.1 Investigate a problem on issues such as those            12.4.1 Investigate a problem on issues such as those
     formulating questions on issues such as those related    related to:                                                     related to:
     to:                                                           social, environmental and political factors;                    social, environmental and political factors;
           social, environmental and political factors,            people’s opinions;                                              people’s opinions;
           people’s opinions,                                      human rights and inclusivity by:                                human rights and inclusivity by:
           human rights and inclusivity;                                 collecting or finding data by appropriate                       collecting or finding data by appropriate methods
     collecting or finding data by appropriate methods                   methods (e.g. interviews, questionnaires, the use               (e.g. interviews, questionnaires, the use of data
     (e.g. interviews, questionnaires, the use of data                   of data bases) suited to the purpose of drawing                 bases) suited to the purpose of drawing
     bases) suited to the purpose of drawing conclusions                 conclusions to the questions.                                   conclusions to the questions.
     to the questions.                                                   using appropriate statistical methods;                          using appropriate statistical methods;
                                                                         selecting a representative sample from a                        selecting a representative sample from a
                                                                         population with due sensitivity to issues relating              population with due sensitivity to issues relating
                                                                         to bias;                                                        to bias;
                                                                         comparing data from different sources and                       comparing data from different sources and
                                                                         samples.                                                        samples.
10.4.2 Select, justify and use a variety of methods to        11.4.2 Select, justify and use a variety of methods to          12.4.2 Select, justify and use a variety of methods to
summarise and display data in statistical charts and graphs   summarise and display data in statistical charts and graphs     summarise and display data in statistical charts and graphs
inclusive of:                                                 inclusive of:                                                   to:
     tallies;                                                      tallies;                                                        describe trends
     tables;                                                       tables;
     pie charts;                                                   pie charts;
     histograms (first grouping the data);                         single and compound bar graphs;
     single bar and compound bar graphs;                           line and broken-line graphs;
     line and broken-line graphs.

                                         SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005
                                                                                           20
10.4.3 Understand that data can be summarised in                11.4.3 Understand that data can be summarised and             12.4.3 Understand that data can be summarised and
different ways by calculating and using appropriate             compared in different ways by calculating, and using          compared in different ways by calculating and using
measures of central tendency and spread (distribution) to       measures of central tendency and spread (distribution), for   measures of central tendency and spread (distribution),
make comparisons and draw conclusions, inclusive of the:        more than one set of data inclusive of the:                   including:
     mean;                                                            mean;                                                         mean;
     median;                                                          median;                                                       median;
     mode;                                                            mode;                                                         mode;
     range.                                                           range;                                                        quartiles; (INTERPRETATION ONLY)
                                                                .                                                                   percentiles.(INTERPRETATION ONLY)
10.4.5 Work with simple notions of                              11.4.5 Work with simple notions of                            12.4.5 Work with simple notions of
likelihood/probability in order to make sense of                likelihood/probability in order to make sense of              likelihood/probability in order to make sense of statements
statements involving these notions                              statements involving these notions.                           involving these notions
      express probability values in terms of fractions,
      ratios and percentages.
10.4.6 Effectively communicate conclusions and                  11.4.6 Demonstrate an awareness of how it is possible         12.4.6 Critique statistically-based arguments, describe
predictions (using appropriate terminology such as trend,       to use data in different ways to justify opposing             the use and misuse of statistics in society, and make well-
increase, decrease, constant, impossible, likely, fifty-fifty   conclusions.                                                  justified recommendations.
chance), that can be made from the analysis and
representation of data.

                                            SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005
                                                                                            21
APPENDIX 2:                ILLUSTRATION OF THE RELATIONSHIP BETWEEN
                           MATHEMATICAL CONTENT AND CONTEXT

The following example demonstrates the wide range of mathematical content that
learners need to be able to draw on for a real-life context that can be used with a
particular purpose - making sense of the Free Basic Water policy and/or municipal
accounts.

  Mrs Maharaj’s and Mr Cele’s Mathematical Literacy classes

  Mrs Maharaj’s mathematical literacy class is exploring the Free Basic Water policy announced by
  President Mbeki in 2002 to establish who benefits the most from this policy - the poor or the wealthy.

  Mr Cele’s class is trying to understand a household utilities account.

  Both classes might work with municipal water tariffs and in particular compare the tariffs of two
  different municipalities. The classes could both engage in the following sequence of activities:
        First, they might, calculate the costs for a range of different consumptions in each municipality
        based on the published tariffs for those municipalities.
        Then, they might, tabulate these values and draw graphs based on their tables of values. The
        graphs could reveal (by intersecting) that up to a certain consumption the one municipality’s
        tariffs are lower than the other municipality’s but beyond that point they are higher.
        To determine the consumption for which the two municipalities’ tariffs are the same the class
        might either develop equations to determine the costs for the two municipalities and solve these
        simultaneously or explore the break-even point through numerical methods.
        Based on the tables of values, the graphs and/or the solutions of the equations, these classes will
        be able to answer questions of interest to them regarding the Free Basic Water policy and/or their
        own utility bills.

As Mathematical Literacy develops competencies through the interplay of content
and context, the mathematical content of the lesson(s) needs to be made explicit. That
is, Mrs Maharaj’s and Mr Cele’s learners should realise that they:
        used formulae to determine rates;
        tabulated data;
        plotted points on a graph;
        developed and solved equations; etc.

In particular, these learners should realise that the graphs were linear functions each
defined for different intervals (piece-wise linear functions). Learners should be made
aware of the characteristics of linear functions as they appear in context.

By making the underlying mathematical content explicit, Mrs Maharaj and Mr Cele
ensure that when learners come across this mathematics in another context — say the
time taken to travel different distances by train — they can draw on their earlier
experience with the content (linear functions) to solve the new problem.

The example shows a problem firmly rooted in a context — a very real and
meaningful context. It also illustrates how certain mathematical content is needed to
make sense of the context and solve the problem. By using mathematical content
learners solve a context-based problem and develop competencies. In this example
learners develop the ability to evaluate policy and make predictions about its
implementation based on the interpretation of their findings.

  SUBJECT ASSESSMENT GUIDELINES: MATHEMATICAL LITERACY – SEPTEMBER 2005
                                                     22
APPENDIX 3:           DESCRIPTION OF               THE  LEVELS   IN  THE
                      MATHEMATICAL                LITERACY    ASSESSMENT
                      TAXONOMY

Level 1: Knowing

Tasks at the knowing level of the Mathematical Literacy taxonomy require learners to:
• Calculate using the basic operations including:
       o algorithms for +, -, ×, and ÷;
       o appropriate rounding of numbers;
       o estimation;
       o calculating a percentage of a given amount; and
       o measurement.
• Know and use appropriate vocabulary such as equation, formula, bar graph, pie
   chart, Cartesian plane, table of values, mean, median and mode.
• Know and use formulae such as the area of a rectangle, a triangle and a circle
   where each of the required dimensions is readily available.
• Read information directly from a table (e.g. the time that bus number 1234 departs
   from the terminal).

 In the Responsible use of paracetamol example, questions 1.1 and 1.2 are at the
 knowing level of the taxonomy.
     Question 1.1 requires the learner to determine the relationship between body
     weight and dosage of paracetamol from the information given at the start of the
     task and to use this relationship to determine the dosage for children whose
     weight is given. The task requires the use of a basic operation (multiplication)
     and all the information is given.
     Question 1.2 requires the learner to use the same information and operation as in
     question 1.1 to complete a table of values.

Level 2: Applying routine procedures in familiar contexts

Tasks at the applying routine procedures in familiar contexts level of the
Mathematical Literacy taxonomy require learners to:
• Perform well-known procedures in familiar contexts. Learners know what
   procedure is required from the way the problem is posed. All of the information
   required to solve the problem is immediately available to the student.
• Solve equations by means of trial and improvement or algebraic processes.
• Draw data graphs for provided data.
• Draw algebraic graphs for given equations.
• Measure dimensions such as length, weight and time using appropriate measuring
   instruments sensitive to levels of accuracy.

 In the Responsible use of paracetamol example, questions 1.3 and 1.4 are at the
 applying routine procedures in familiar contexts level of the taxonomy.
     Question 1.3 requires the learner to describe the relationship between input and
     output values in a table of data by means of an equation. Since the relationship is
     linear and learners from Grade 9 upwards should be familiar with this

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                                          23
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